Legacy Financial Group (Iowa)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
8,808
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $246K | Hold |
8,808
| – | – | 0.04% | 98 |
|
|
2024
Q4 | $241K | Buy |
+8,808
| New | +$241K | 0.04% | 100 |
|
|
2024
Q3 | – | Sell |
-2,936
| Closed | -$228K | – | 92 |
|
|
2024
Q2 | $228K | Hold |
2,936
| – | – | 0.04% | 99 |
|
|
2024
Q1 | $237K | Buy |
+2,936
| New | +$237K | 0.05% | 93 |
|
|
2023
Q4 | – | Sell |
-1,854
| Closed | -$131K | – | 416 |
|
|
2023
Q3 | $131K | Buy |
+1,854
| New | +$131K | 0.03% | 112 |
|